THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
Firm details
- Headquarters
- FLORHAM PARK, New Jersey
- CRD number
- 41282
- Registered since
- November 27, 1996
- Website
- www.jeffreymatthews.com
Firm profile
FINTRXOverview
The Jeffrey Matthews Financial Group, L.L.C. is an SEC-registered investment adviser organized as a limited liability company and first registered in 1996. The firm is owned by an individual and is classified in the dataset as "Unclassified." The record indicates the firm does not act as a capital allocator, is not an active ESG investor, does not provide pension consulting, and is not flagged as a related adviser or a newly formed adviser. FINTRX data lists the firm as not a multi-state adviser, while other parts of the dataset indicate a presence in multiple states (see Locations). That discrepancy suggests either a reporting nuance in how multi-state status is recorded or an inconsistency in the underlying submission.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4LOUIS ALMERINI
Chief Financial OfficerCRD 1605183
MARIA TSALIS
Independent ContractorCRD 1946496
JEFFREY HALPERT
President, CEOCRD 2072459
Contacts
3 of 33CHARLES BAILEY
Registered RepresentativeCRD 719858
JOHN SIMPSON
Executive Vice PresidentCRD 2510597
CHADWICK CARRICK
Vice President, InvestmentsCRD 3093870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FLORHAM PARK, NJ
MORRIS
Location
FLORHAM PARK, NJ
Headquartered in FLORHAM PARK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MORRIS
- Address
- 30B Vreeland Rd
- Time zone
- ET (UTC-5)
- Office locations
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